See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,678 | $85,202-30.0% | $172,739-65.5% | $72,985-18.2% |
| Participation rate | 78.1% | 70.1%+8.0pp | 82.6%-4.6pp | 69.5%+8.6pp |
| Annual return | 6.89% | 27.32%-20.4pp | 802.84%-796.0pp | 81.00%-74.1pp |
| Employer contribution / active EE | $773 | $3,324-76.8% | $5,143-85.0% | $2,440-68.3% |
| Participant deferral / active EE | $2,850 | $3,260-12.6% | $5,198-45.2% | $3,607-21.0% |
| Admin fee / account holder | $2,163 | $5,884-63.2% | $13,954-84.5% | $5,124-57.8% |